Understanding Today’s Financial Environment
Welcome, we're Wealthplan Partners, a financial organization in Omaha, NE. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.